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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-19 |
Branch Locations
Plainville, CT • United States
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Farmington | CT | 01/2013 | 01/2024 |
| Nfp Retirement | Aliso Viejo | CA | 12/2023 | 09/2024 |
| The Standard | Portland | OR | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-22 |
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